We provide an Holistic approach to Financial Services helping with Financial, Retirement, and Estate Planning! We prepare taxes; Individual, Family, Corporate, and Trust returns.
We are a Registered investment Advisory and manage our clients' money with Fiducuary standards!
We prepare Trusts; Revocable Living, Irrevocable, Living Wills, and Powers of Attorney for both Medical and Financial.
Additionally we provide Financial Divorce Mediation.
Experienced, we've been in this business for 36 years!
Helping people Reach their Dreams & Goals! It provides tremendous satisfaction building clients' financial security while watching their families grow over the years!
Walter Dobrowolski, RFP, CRTP
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It all begins with an consultation to determine if there's a fit and how we can help our clients! The "Know Your Client Rule" is supreme!
36 years of hands-on experience, with a foundation of licensing and ongoing traing has provided us with the tools necessary to help our clients reach their Dreams & Goals!